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About us

Planning for every possibility.

At Rippon Financial Management we believe we have positioned ourselves perfectly in order to deliver a bespoke service of the highest standard in an exciting industry which continues to evolve.

We are committed to building strong relationships and work extensively with other professionals to ensure that our clients are at the centre of a full holistic approach ensuring their needs are met in the most efficient manner.

We often advise:

• Business owners and entrepreneurs
• Professionals and executives
• Families with sophisticated planning needs
• Individuals approaching retirement
• Recipients of inheritances or liquidity events
• Trustees and family decision-makers

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OUR TEAM

Talented advice, trusted expertise.

We have a team of experts in planning, investing, lending, and banking—handpicked to align with your goals.

With knowledge passed down through generations and real-world experience behind every decision, we help you grow your wealth, guard against uncertainty, and create the kind of legacy your family deserves.

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Bill Rippon APFS

MD & Chartered Financial Planner

Bill is Managing Director of Rippon Financial Management and is a Chartered Financial Planner. He holds a number of specialist qualifications and is an expert in complex areas such as SIPP property purchases and Defined Benefit Pension Scheme Transfers. Away from the office Bill enjoys playing golf and spending time with his family.

Nick Rippon APFS

Chartered Financial Planner

Nick is a Director and Chartered Financial Planner at the firm. He is committed to professional development and has a keen interest in the financial markets. Nick has now been with the firm for over 15 years and also holds a number of specialist qualifications. When away from his desk he enjoys spending time with his family.

James Pratt APFS

Paraplanner

James joined the firm in 2022 and has over 8 years of industry experience acquired from his degree in finance and investment management at Northumbria University and his previous role in financial services. James deals with mortgages, protection and technical aspects of the firm which includes research, suitability reports and shadowing advisers, as he works towards becoming a Chartered Financial Planner. Away from the office, James enjoys to watch sport and spend time with his family and pets, having retired from playing competitive water polo recently.

Jay Pitt APFS

Paraplanner

Jay joined the firm in 2025, bringing with him over 15 years of industry experience acquired from his role for a FTSE 100 investment platform, working with advisers across the North East. In his position, Jay deals with mortgages, protection and technical aspects of the firm which includes research, suitability reports and shadowing advisers as he works towards becoming a Chartered Financial Planner. Away from the office, Jay enjoys spending time with his wife and watching his son play sport. Jay also enjoys road cycling in the Pennines with his team.

James Lawlor APFS

Operations Manager

James joined the firm in 2021 and has over 13 years of industry experience, previously working as a paraplanner and director for a financial advisory firm in King's Lynn. He deals with operational aspects of the business such as compliance, file checks and management information. Outside of the office, James is a massive Newcastle United fan, loves to travel watching football and spending time with family and pets.

Asher Galley APFS

Trainee Financial Planner

Asher joined the firm in 2024 and has over 4 years of industry experience as an administrator and paraplanner. He deals with client aspects of the business such as administration, research, suitability reports and provides support to advisers. Outside of the office, Asher is an avid gamer and music lover, attending gigs regularly.
SUCCESS STORIES
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Guidance. Growth. Security

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JAMIE'S STORY
Finding confidence in retirement

"I worried every day if I’d saved enough, but now I know my money is working for me, not against me."

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CAROL'S STORY
From financial debt to stability

"I never thought I’d see the day when I felt in control of my finances instead of the other way around."

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JOHN'S STORY
Turning savings into security

"I used to see investing as something for other people, but now I finally feel like my family’s future is protected."

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